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DFSTX vs SZCAX
DFSTX vs SZCAX Comparison
Open Charts DFSTX vs SZCAX
DFSTX vs SZCAX Comparison Chart in %
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DFSTX vs. SZCAX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSTX is a Buy and SZCAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 19.8B vs. SZCAX (1.1B). DFSTX pays higher dividends than SZCAX: DFSTX (0.95) vs SZCAX (0.00). DFSTX was incepted earlier than SZCAX: DFSTX (34 years) vs SZCAX (25 years). SZCAX (1.15) is less costly to investors than DFSTX (0.28). SZCAX is a more actively managed with annual turnover of: 16.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SZCAX: DFSTX (0) vs SZCAX (1000). DFSTX annual gain was more profitable for investors over the last year : 24.91 vs. SZCAX (13.65). DFSTX return over 5 years is better than : 39.10 vs. SZCAX (35.44).
| DFSTX | SZCAX | DFSTX / SZCAX | |
| Total Expense Ratio | 0.27 | 1.15 | 23% |
| Annual Report Gross Expense Ratio | 0.28 | 1.15 | 24% |
| Fund Existence | 34 years | 25 years | - |
| Gain YTD | 17.072 | 14.225 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 1.1B | 1,805% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 24.91 | 13.65 | 182% |
| Returns for 3 years | 49.63 | 40.61 | 122% |
| Returns for 5 years | 39.10 | 35.44 | 110% |
| Returns for 10 years | 111.08 | 128.13 | 87% |
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